Sundaram Large and Midcap Fund Regular Plan vs BANDHAN Core Equity Fund compare
Bandhan Large & Mid Cap Fund - Regular Plan - Growth
Sundaram Large and Midcap Fund Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Fund | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹9735 Cr | ₹6893 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 09 Aug 2005 | 27 Feb 2007 |
Category | Large and Mid Cap | Large and Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
Turn Over | 71% | 25% |
Expense Ratio | 1.78 | 1.85 |
Manager | Manish Gunwani | Ashish Aggarwal |
ISIN Code | INF194K01524 | INF903J01DT1 |
Exits Load | Bandhan Core Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Sundaram Large and Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
1 Month | -0.77% | -0.87% |
6 Month | 9.79% | 7.79% |
1 Year | 0.92% | -0.46% |
3 Year | 25.02% | 16.92% |
5 Year | 26.99% | 21.49% |
SIP Return Analysis
Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
6 Month | 6.49% | 5.48% |
1 Year | 8.62% | 5.1% |
3 Year | 23.32% | 15.93% |
5 Year | 22.91% | 16.5% |
Rolling Lumpsum Returns
Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
1 Year | 13.79% | 11.11% |
3 Year | 12.1% | 14.14% |
5 Year | 11.08% | 12.65% |
Risk Management
Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.96% | 14.51% |
Sharp | 1.46% | 0.95% |
Beta | 0.95% | 1.00% |
Alpha | 7.51% | 0.27% |
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Fund Managers
Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Name | Manish Gunwani | Ashish Aggarwal |
Total AUM | ₹8731 Cr | ₹9635 Cr |
Funds Managed | 4 | 7 |
Bandhan Large & Mid Cap Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
Market Cap
Scheme Name |
Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Others | 6.3 | 5.95 |
Large Cap | 39.06 | 47.06 |
Mid Cap | 36.44 | 36.23 |
Small Cap | 18.2 | 10.77 |
Sector Allocation
Scheme Name |
Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Others | 3.75 | 2.6 |
Basic Materials | 7.52 | 7.44 |
Energy | 4.27 | 7.04 |
Financial Services | 30.41 | 27.28 |
Technology | 9.95 | 3.86 |
Healthcare | 6.96 | 9.13 |
Industrials | 11.03 | 8.83 |
Consumer Cyclical | 8.79 | 15.85 |
Communication Services | 4.9 | 7.28 |
Consumer Defensive | 5.6 | 5.4 |
Utilities | 3.16 | 2.76 |
Real Estate | 3.66 | 2.52 |
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